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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,428 | $76,551-61.6% | $123,894-76.2% | $62,881-53.2% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 29.47% | 18.68%+10.8pp | 47.52%-18.0pp | 20.14%+9.3pp |
| Employer contribution / active EE | $2,015 | $2,882-30.1% | $4,617-56.3% | $2,281-11.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $939 | $4,826-80.5% | $8,357-88.8% | $4,296-78.1% |